Canopy Client Portal 2026.6.3 - App Store

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About Canopy Client Portal

Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client Portal by your tax professional,...

Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client Portal by your tax professional, including access to the Client Portal via your preferred mobile device. Check off your To-Do List Intuitive workflows and a prominent display will keep your upcoming tasks and follow-ups crystal clear. Upload Files from your Device End the continuous shuffling of papers back and forth between your tax professional’s office and your home. Use the Client Portal to securely send all necessary files. Ask Questions Anytime The Client Portal enables you to send questions directly to your accountant. Follow up, ask for clarity, and more. NOTE: If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal.

Version History Bug fixes and optimizations 2026.6.3 1d ago Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7 Updated the file share-to experience and fixed some bugs along the way. 1.33.1 Mar 5 Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists. 1.33.0 Feb 23 Fixed a bug with file renaming after scanning. 1.32.1 Feb 4 Document checklists have gone native! You'll now find a better, mobile-native experience to upload documents within document requests (scan, photos, files or paste from clipboard). And, we fixed a few bugs along the way. 1.32.0 Jan 26 Improved total due presentation in engagements. 1.31.2 Jan 23 Bug fixes and optimizations. 1.31.1 Jan 19 Updated payment settings that allow your firm added control over payment methods offered. 1.31.0 12/15/2025 Standardized the display of client name throughout the app to be more consistent with your firm's preferences. 1.30.1 12/09/2025 Your firm can now send more powerful engagements with package options to fit your budget and individual needs. 1.30.0 12/02/2025 Updated eSign experience with new field labels and field types. 1.29.0 11/17/2025 Bug fixes and optimizations. 1.28.1 10/27/2025 Core file update for upcoming features. We also fixed several bugs along the way. 1.28.0 10/23/2025 New project proposals will allow you to better understand the work provided. This release also sets up additional changes to the proposal experience in the coming months. We fixed some bugs along the way too. 1.26.0 10/02/2025

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Previous Versions

Here you can find the changelog of Canopy Client Portal since it was posted on our website on 2021-12-15 19:47:42. The latest version is 2026.6.3 and it was updated on 2026-06-11 02:10:47. See below the changes in each version.

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